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ATAXZ

AMERICA FIRST TAX EXEMT INV LP
ATAXZ

Delisted

ATAXZ was delisted on the 30th of June, 2008.

67 hedge funds and large institutions have $47M invested in AMERICA FIRST TAX EXEMT INV LP in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

96% more call options, than puts

Call options by funds: $617K | Put options by funds: $314K

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $43.1M → $47M (+$3.89M)

8% more funds holding

Funds holding: 6267 (+5)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
17
Closed
5
Calls
$617K
Puts
$314K
Net Calls
+$303K
Net Calls Change
+$165K
Name Holding Trade Value Shares
Change
Change in
Stake
XF
26
XML Financial
Maryland
$342K +$41.7K +6,500 +14%
SWA
27
SOA Wealth Advisors
New York
$338K -$94.8K -14,538 -22%
TWM
28
Tradition Wealth Management
Minnesota
$317K -$35.7K -5,547 -10%
Osaic Holdings
29
Osaic Holdings
Arizona
$317K +$77.1K +12,010 +32%
ASFA
30
All Season Financial Advisors
Colorado
$316K -$46.2K -7,186 -13%
C
31
Certuity
Florida
$303K -$161K -25,000 -35%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$291K +$291K +42,300 New
DLG
33
Daniel L. Goodwin
$287K
Creative Planning
34
Creative Planning
Kansas
$283K -$25.7K -4,000 -8%
SMH
35
Sanders Morris Harris
Texas
$254K
Geode Capital Management
36
Geode Capital Management
Massachusetts
$251K
Truist Financial
37
Truist Financial
North Carolina
$243K +$69.9K +10,900 +40%
JP Morgan Chase
38
JP Morgan Chase
New York
$242K -$14.9K -2,321 -6%
FWM
39
Frontier Wealth Management
Missouri
$226K -$32.2K -5,000 -12%
PAG
40
Private Advisor Group
New Jersey
$221K +$34.6K +5,387 +19%
EH
41
Equitable Holdings
New York
$188K +$11.6K +1,800 +7%
P
42
&Partners
Tennessee
$165K -$966 -150 -0.6%
APA
43
American Portfolios Advisors
New York
$165K +$126K +19,600 +327%
Group One Trading
44
Group One Trading
Illinois
$157K
AWM
45
AE Wealth Management
Kansas
$148K +$2.4K +373 +2%
OBWG
46
Onyx Bridge Wealth Group
New York
$132K +$4.59K +700 +4%
TYCC
47
Texas Yale Capital Corp
Florida
$122K
JF
48
Jump Financial
Illinois
$109K +$109K +16,900 New
VF
49
Virtu Financial
New York
$108K -$145K -22,663 -57%
NFC
50
Northeast Financial Consultants
Connecticut
$103K

ATAXZ Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AMERICA FIRST TAX EXEMT INV LP (ATAXZ) for Q4 2021, worth a combined $47M — up 9% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ATAXZ positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was IFG Advisory, opening a new position worth an estimated $610K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $841K sold.

  • 67 institutional investors held AMERICA FIRST TAX EXEMT INV LP (ATAXZ) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $47M of AMERICA FIRST TAX EXEMT INV LP stock for Q4 2021, up 9% quarter-over-quarter.
  • 10 funds opened new AMERICA FIRST TAX EXEMT INV LP positions in Q4 2021 and 5 closed out, a net change of +5 holders.
  • The largest AMERICA FIRST TAX EXEMT INV LP buyer in Q4 2021 was IFG Advisory, an estimated $610K added.
  • The largest AMERICA FIRST TAX EXEMT INV LP seller in Q4 2021 was Susquehanna International Group, an estimated $841K sold.

Based on aggregated 13F filings for Q4 2021.